What are the responsibilities and job description for the Client Services Administrator position at Bright Lake Wealth Management?
Client Service Administrator
Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s day? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!
Bright Lake Wealth Management in Roseville, CA is seeking to add a Client Service Administrator to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.
Job Description :
The purpose of this position is to service the existing client base with all service requests including beneficiary changes / withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his / her review meetings, and preparing issued accounts for delivery.
Key Skills :
- Strong organizational skills
- Excellent communication; written and verbal
- Attention to detail and accuracy
- Proactive management style and consistent follow-through
- Ability to work independently and within a team environment
- Proficient with MS Office Suite and MAC platforms
- Ability to meet deadlines and work under pressure
Minimum Requirements :
Responsibilities :
This Client Service Administrator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and monthly tasks may include :
Salary :
24 -$28 / hr. Based on Experience
Benefits – You Bet!
401K
Health Insurance
Paid Holidays
Sick Leave
Hours : Monday – Friday
8 : 00 AM – 5 : 00 PM
Presented by Advisor Employee Services Thank you for your interest in the Client Service Administrator role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Salary : $24 - $28
